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Upturn AI SWOT - About
Tidal Trust II (AIYY)
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Upturn Advisory Summary
01/21/2025: AIYY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.84% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 753673 | Beta - | 52 Weeks Range 4.60 - 9.00 | Updated Date 04/1/2025 |
52 Weeks Range 4.60 - 9.00 | Updated Date 04/1/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
Tidal Trust II is a platform providing various ETFs managed by different investment advisors. Its primary focus depends on the specific ETF within the trust, targeting diverse sectors and asset allocations through various investment strategies.
Reputation and Reliability
Tidal Trust II is a registered investment company; its reputation depends on the individual ETF's performance and the advisor's expertise.
Management Expertise
Management expertise varies depending on the sub-advisor selected for each specific ETF within the Tidal Trust II platform.
Investment Objective
Goal
The primary investment goal varies based on the specific ETF within Tidal Trust II, ranging from capital appreciation to income generation or tracking a specific index.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF within the trust, which may aim to track a specific index, sector, commodity, or other assets using passive or active management.
Composition The composition of assets within Tidal Trust II varies significantly depending on the specific ETF and its investment objectives. This could include stocks, bonds, commodities, or a mix thereof.
Market Position
Market Share: The market share of Tidal Trust II is fragmented across its various sub-advised ETFs.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The ETF industry is highly competitive, with numerous players offering similar investment products. Tidal Trust II competes by providing a platform for niche and specialized ETFs. Advantages stem from advisor's expertise, while disadvantages may involve less brand recognition.
Financial Performance
Historical Performance: Data unavailable. Varies widely based on the individual ETF within the Tidal Trust II structure.
Benchmark Comparison: Data unavailable. Varies widely based on the individual ETF within the Tidal Trust II structure.
Expense Ratio: Varies widely based on the individual ETF within the Tidal Trust II structure.
Liquidity
Average Trading Volume
The average trading volume varies widely and depends on the specific ETF within the Tidal Trust II platform, impacting ease of buying and selling.
Bid-Ask Spread
The bid-ask spread varies widely depending on the specific ETF's liquidity and trading volume within the Tidal Trust II platform.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions affect the individual ETFs within Tidal Trust II differently based on their specific investment focus.
Growth Trajectory
Growth trends depend on the individual ETFs within Tidal Trust II, including changes in strategy, holdings, and market conditions.
Moat and Competitive Advantages
Competitive Edge
Tidal Trust II's competitive edge lies in its multi-manager platform that allows for diverse investment strategies under one umbrella. It provides opportunities for specialized investment approaches, potentially capturing niche market segments. The flexibility of the trust structure allows for the efficient launch of new ETFs with specialized themes. The success of the trust depends heavily on the performance of the selected sub-advisors.
Risk Analysis
Volatility
Volatility depends on the specific ETF within Tidal Trust II; some ETFs may be highly volatile while others are relatively stable.
Market Risk
Market risk varies significantly based on the underlying assets held by each specific ETF within Tidal Trust II, including sector-specific, interest rate, and credit risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within Tidal Trust II, ranging from conservative income seekers to aggressive growth investors.
Market Risk
Suitability depends on the specific ETF within Tidal Trust II and can range from long-term investors to active traders, depending on the ETF's investment strategy and risk profile.
Summary
Tidal Trust II is a platform offering diverse ETFs managed by different advisors. Each ETF has a unique investment objective and strategy, appealing to various investor profiles. Its competitive advantage lies in its flexibility and specialized investment options. However, investors should carefully assess each ETF's individual risks and performance before investing.
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Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tidal Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks current income while providing indirect exposure to the share price (i.e., the price returns) of the common stock of C3.ai, Inc. ("AI"), subject to a limit on potential investment gains. It will employ its investment strategy as it relates to AI regardless of whether there are periods of adverse market, economic, or other conditions and will not take temporary defensive positions during such periods. The fund is non-diversified.
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